Orientation Process Proposal: This would be in a powerpoint, but to get started, I wanted to give you guys a high level of what my idea would look like

Welcome To Beyond Marketing: Orientation

Section 1: Beyond Marketing

Table of Contents

Employee Directory

Employee Bio's: personal and professional history, as well as a short, high level explanation of what they do for BM

The HOW

Fill Out New Employee Form

How does BM get clients?

Listen to a discovery call

Sales Call Demo

Department Overview

The CEO

Sales

CSM

Fulfillment

Operations

When An Offer Goes Through

Watch an Onboarding Call

Building the Campaign

Launch Call

Client Maintenance: what do we do after they are a client? Lead handling techniques, follow up etc

Our Programs: to include teachable links AND link that will provide new employee with links and passwords

Gmail and Gmail Calendar

Review the Drive

Monday.com set up

Slack

Chrome Download

LastPass

MOVE

Voxer

Loom

The Vision

Where do you come in? (Section can be customized for each department)

What is your role?

What can be expected from you?

Review 4R Document

The Patient Journey

Take new employee throught TEST funnels (if we have them, or instruct them not to fill it out)